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Aptus Capital Advisors’s United Parcel Service UPS Stock Holding History

Aptus Capital Advisors’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-28,800
Closed -$3.37M – 528
2019
Q4 		$3.37M Buy
28,800
+5,200
+22% +$616K 0.24% 76
2019
Q3 		$2.83M Buy
+23,600
New +$2.7M 0.16% 67

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aptus Capital Advisors's UPS Position: Q1 2026 in Review

Aptus Capital Advisors reduced its United Parcel Service (UPS) stake by 12% in Q1 2026, selling an estimated $205K and leaving 13,977 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #534.

Aptus Capital Advisors first reported a position in UPS in Q3 2019 and has held it in 25 quarters since. The position peaked at $4.55M in Q3 2022. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Aptus Capital Advisors held 13,977 shares of United Parcel Service worth $1.38M as of Q1 2026.
  • Aptus Capital Advisors sold 1,909 United Parcel Service shares in Q1 2026, an estimated $205K.
  • United Parcel Service made up 0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #534 holding.
  • Aptus Capital Advisors first reported a position in United Parcel Service in Q3 2019 and has held it in 25 quarters since.
  • Aptus Capital Advisors's United Parcel Service position peaked at $4.55M in Q3 2022.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.